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OneAmerica | Care Solutions News

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Important News from OneAmerica Care Solutions

Check out the NEW Asset-Care® campaign!
The new Asset-Care campaign has launched. View the campaign calendar to plan your communications! We’re hosting four national webinars next month: Tuesday, April 3 and 17, and Thursday, April 5 and 19. Encourage your producers to access campaign resources, use our tools and register for our webinars.

Change to approved vendors for ordering medical requirements
Effective March 1, OneAmerica® has updated our approved medical requirement vendors. Read more.

NEW! 1035 exchange resources
The OneAmerica advanced sales team has revised the Section 1035 exchange and direct transfer producer guide. The American Association for Long-Term Care Insurance offers a consumer guide to LTC planning using 1035 exchanges.

OneAmerica in the news

  • Dennis Martin contributed “Getting the Word Out” to the March Broker World. His article helps producers teach clients about the living benefits of asset-based LTC products. Read the article or download the reprint.
  • Chris Coudret was interviewed for the March issue of IA magazine. His insights appear in “How to Up Your LTCi Sales Game.” Read the article or download the reprint.
  • Longevity was the theme of ReFocus Conference 2018, when the American Council of Life Insurers and the Society of Actuaries met in Las Vegas March 4-7. To coincide with the event, Dennis Martin contributed “Longevity, Death & Taxes” to Life & Health Advisor. Read the article.

Sales Ideas
Try these sales ideas with your producers to help grow their asset-based LTC business:

Care Solutions Suite and Product Training
Our biweekly webinar series covers our asset-based LTC product suite and offers sales ideas. Topics include:

  • Setting up the LTC sale
  • Covering two individuals under one policy
  • Lifetime benefits and the advantages
  • Using an IRA, 401(k) or 403(b) to pay for LTC
  • Guaranteed premiums for LTC
  • Converting non-qualified annuities to tax-free LTC benefit

Care Solutions Live Deep Dives
Go in depth on topics related to our asset-based LTC protection. Live Deep Dives are every other Friday at 11 a.m. ET. Click to register.

2019 Independent Leaders’ Conference
Costa Rica is the destination for the 2019 Independent Leaders’ Conference May 5-9. Guests will be treated to ultimate luxury at the JW Marriott Guanacaste Resort & Spa, a tropical oceanfront paradise. The qualification period is Jan. 1-Dec. 31, 2018.
Care Solutions producer qualifications
Marketing organization qualifications
Venue brochure

2019 Chairman’s Trip
Florence, Italy, is the destination for the 2019 Chairman’s Trip March 13-17. Guests will enjoy stunning early Renaissance architecture at The St. Regis, a historic palace designed by Brunelleschi. The luxurious hotel is situated in the center of Florence along the Arno River. The qualification period is Jan. 1-Dec. 31, 2018.
Care Solutions producer qualifications
Venue brochure

Join Genworth for their first ever, Underwriting Education Month

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TrueView Underwriting: Write it Right Webinar

Presenters: Amy Chambers and RG McGann

As part of Underwriting Education Month, Genworth will offer three short webinars designed to help you increase your placement rates so you can insure more clients and earn more commission.

The times and topics are below. Sign up for one or more through the links.

Tuesdays @ 11.00 AM or Thursdays @ 2.00 PM EST

IMPORTANT: Genworth anticipates a high demand for these webinars. To save your spot, please register before the day of the event. Thank you.

Informative LTC Articles From GWG Life

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We thought you’d find the following articles on LTCi and the LifeCare Xchange Program informative – written by Chris Orestis, EVP of GWG Life.

4 Things You Should Know Before Deciding on Long-Term Care

Today is a good time for those who haven’t yet reached retirement age to begin considering some key factors related to health scenarios they might face later in life. “The bottom line is none of us knows ahead of time what our health will be in our 60s and beyond,” says Chris Orestis, Executive Vice President of GWG Life and author of the books, “Help on the Way” and “A Survival Guide to Aging.” “Will you need long-term care? If so, to what degree, and how will you pay?” Click here to read more.

Helping Clients Overcome the Knowledge Gap About Long-Term Care

Your clients are living longer and, for many of them, that’s a very good thing. It can mean more time with the grandchildren, more time to travel to those places they didn’t see when they were younger and more time to trying to leave a mark on the world. But, there’s another side to longer life expectancy; the inevitable decline in health your clients probably believed would never happen to them. Click here to read more.

The Ins and Outs of Long-Term Care: An Expert’s View

Insurance of all types can be a minefield for America’s aging population. People over 50 are paying more for health insurance and could see enormous increases in those costs depending on what happens with the health insurance system in the U.S. Over the decades there has been an increasing push for people to take out long-term care insurance (LTCI), as well. Click here to read more.

What is the LifeCare Xchange, Anyway?
Many seniors and their families are ill-prepared for the skyrocketing costs of healthcare and other senior living expenses. They are desperately seeking solutions and they’re coming to you for help. Learn about the LifeCare Xchange solution. Click here to read more.

Joint Protection: Asset-Care National Webinar Training

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Get LTC protection for less— together!

Thursday, September 21, 2017
11.00 AM – 12.00 PM PST
REGISTER HERE

How can one plus one be more than two? With the one-of-a-kind joint protection of Asset-Care®, you can cover two people on the same policy for less than two individual policies. And if the need for long-term care arises, you both have access to a larger pool of benefits to help pay your LTC expenses. Two people. One policy. That’s peace of mind.

Join a free webinar to learn how you can help your clients cover two people on the same policy in a variety of pairings. Get the facts and turn your knowledge into sales with OneAmerica® Care Solutions!

 

Webinar – Aug 8th | EssentialLTC Product Training Series

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EssentialLTC Product Training Webinar: Carving Out Your Pie

Tuesday, August 8th 2017
10.00 AM – 10.30 AM PST
REGISTER HERE

Join Broadtower Insurance Solutions and LifeCare Assurance as we visually explore the NGL EssentialLTC product with the brand new Benefits Buddy tool. We will specifically slice into executive carve out sales for all business types. This is a session you won’t want to miss!

Presented by:
Matt Anderson, Broadtower Insurance Solutions President
&
Marc Glickman, VP of Business Development at LifeCare

Webinar | Care Funding Specialist – Best Practices

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Webinar Information:
Thursday, May 11th
2:00 PM EDT | 11:00 AM PST
REGISTER NOW

New thinking and skill sets are a prerequisite for being a Care Funding Specialist. As part of your ongoing training we want to equip you with the tools you need to successfully assist individuals and families with an immediate need for long-term care. This webcast is designed to introduce you to some of the best practices you will employ as a CFS, such as:

  • Immediate Need Annuity Underwriting – get the most when quoting INA and LTC Benefit Plans
  • Powers of Attorney – how they work and various types of authorities
  • How to approach Senior Living and Care providers to build a lasting partnership
  • How to approach Elder law and Estate planning attorneys
  • How to incorporate public relations into your marketing and education efforts
  • Referrals to Patriots Angels and Longbridge Financial
  • Reporting to Elizabeth, contracting with insurance companies and much more

This webcast is part of your required CFS training. If for some reason you cannot be on the call, please register anyway – you will automatically receive a recording of the webcast for later review.

Leading Change: Broadtower’s Mid-Summer Distributor Update – Access The Webinar

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Industry leadership is what sets Broadtower Insurance Solutions apart from the pack. Over the last few months, Team Broadtower has been hard at work developing new and profitable long-term care insurance and planning opportunities for you and your agents.

If you were unable to attend the webinar, or would like to revisit what was covered, download the recording below.

Find your competitive edge in LTCi Planning as the Broadtower team discusses topics including:

  • National Guardian Life Traditional LTCi
  • LifeSecure Multi-Life Opportunities and Challenges
  • LTC Planning for People That Failed to Plan
  • Genworth’s Income Assurance
  • Life Care Funding
  • September 28-29: Mutual of Omaha ProSeries Meeting

This webcast is for agency principals and their marketing staff.

Download Webinar

Introducing NGL’s EssentialLTC: Access The Webinar

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National Guardian Life (NGL) launched its EssentialLTC product, and we held a comprehensive webinar covering the details on features, benefits, pricing and positioning to provide you with a concise overview of how to maximize the sales potential.

If you were unable to attend the webinar, or would like to revisit what was covered, download the recording below.

Learn more about how NGL’s new EssentialLTC is reintroducing the industry to:

  • Lifetime Benefit Periods
  • 10-Pay
  • Single-Pay
  • Unique Combo Feature
  • Annuity 1035s to fund Single-Pay LTCi Policies

Download Webinar